Kayne Anderson Rudnick is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (a Forbes 400 billionaire and the benefactor of UCLA's Anderson School of Management).
With KAR offices in Los Angeles, Westlake Village, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and New York, and $61.2 billion in assets under management, KAR manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients.
With KAR offices in Los Angeles, Westlake Village, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and New York, and $61.2 billion in assets under management, KAR manages assets for both high-net-worth and ultra-high-net-worth individuals as well as institutional clients.
Services
There are no "all weather" investments. Likewise, there is no single client mold. As new opportunities arise, we are prepared to take advantage of them. And as circumstances in your life change, from tax demands to the approach of retirement, we're ready with a strategy that adjusts to your changing needs.
With more than 100 years of collective industry experience, KAR advisors know how to build and preserve client wealth. Spuds Powell, Managing Director for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes "America's Top Wealth Advisors" list for 2021. Powell and his team have been ranked among the top 100 on Forbes "America's Top Wealth Advisors" list for the third consecutive year.
Our equity strategies are actively managed, well diversified portfolios of approximately 25-50 domestic stocks. Kayne Anderson Rudnick uses its research and screening methods to discover high-quality companies that typically exhibit consistent and sustainable earnings growth, profitability superior to their industry peers, and, importantly, do so from debt-free or underleveraged balance sheets.
We invest in Quality. While others may claim to do the same, we believe our definition of "quality" is different. It is disciplined. It is uncompromising. It defines who we are. We seek to own differentiated businesses with enduring competitive protections, favorable long-term prospects, and exceptional economic characteristics.
The goal of the research process is to identify companies with business models that possess enduring competitive protections and control over their markets. The process is designed to develop a deep understanding of the sources of these competitive protections and control. Further, this analysis must lead to a high level of conviction that these protections can be sustained going forward for a security to be considered for investment.
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